Current Value of Holding

$8.86 Million

Shares

345 Thousand

% of Portfolio

0.01%

Average Buy Price

$10.3

Avg closing price
Price range

35 Jim Simons Heritage Insurance Holdings Trades

Jim Simons's position in Heritage Insurance Holdings is currently worth $8.86 Million. That's 0.01% of their equity portfolio (989th largest holding). The investor owns 1.47% of the outstanding Heritage Insurance Holdings stock. The first Heritage Insurance Holdings trade was made in Q1 2015. Since then Jim Simons bought shares twenty more times and sold shares on fourteen occasions. The stake costed the investor $3.57 Million, netting the investor a gain of 149% so far.

Avg closing price
Price range
Sold 39.1% shares (-222 Thousand shares) Q4 2024
Avg closing price $11.58
Price range $9.34 - $12.70
Increased shares by 30.1% (+131 Thousand shares) Q3 2024
Avg closing price $11.59
Price range $6.25 - $16.65
Increased shares by 45.7% (+137 Thousand shares) Q2 2024
Avg closing price $8.84
Price range $6.83 - $10.99
Sold 8.1% shares (-26.5 Thousand shares) Q1 2024
Avg closing price $7.05
Price range $5.64 - $10.77
Sold 13.3% shares (-50 Thousand shares) Q4 2023
Avg closing price $6.89
Price range $5.04 - $9.75
Increased shares by 11.8% (+39.7 Thousand shares) Q3 2023
Avg closing price $4.89
Price range $3.89 - $6.49
Sold 7.0% shares (-25.3 Thousand shares) Q2 2023
Avg closing price $4.01
Price range $2.88 - $5.10
Increased shares by 1.9% (+6.8 Thousand shares) Q1 2023
Avg closing price $2.60
Price range $1.85 - $3.81
Increased shares by 48.4% (+116 Thousand shares) Q4 2022
Avg closing price $1.65
Price range $1.32 - $2.44
Sold 8.7% shares (-22.9 Thousand shares) Q3 2022
Avg closing price $2.68
Price range $2.08 - $3.50
Sold 46.6% shares (-229 Thousand shares) Q2 2022
Avg closing price $4.26
Price range $2.64 - $6.85
Increased shares by 7.0% (+32.2 Thousand shares) Q1 2022
Avg closing price $6.19
Price range $5.44 - $7.28
Increased shares by 47.5% (+147 Thousand shares) Q4 2021
Avg closing price $6.59
Price range $5.61 - $7.27
Sold 15.1% shares (-55.1 Thousand shares) Q3 2021
Avg closing price $7.20
Price range $5.54 - $8.73
Sold 2.1% shares (-7.74 Thousand shares) Q2 2021
Avg closing price $9.22
Price range $8.19 - $11.17
Sold 22.9% shares (-111 Thousand shares) Q1 2021
Avg closing price $10.44
Price range $9.19 - $11.99
Increased shares by 0.5% (+2.4 Thousand shares) Q4 2020
Avg closing price $10.27
Price range $9.06 - $11.11
Increased shares by 0.2% (+1 Thousand shares) Q3 2020
Avg closing price $12.36
Price range $10.05 - $13.70
Increased shares by 6.1% (+27.8 Thousand shares) Q2 2020
Avg closing price $11.71
Price range $10.40 - $13.50
Increased shares by 7.1% (+30.1 Thousand shares) Q1 2020
Avg closing price $11.82
Price range $9.42 - $13.13

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